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Tech corporations are aggressively leveraging balance sheets to fund AI data center expansion, with projected borrowing reaching nearly $700 billion this year.

Impact: Rising input costs and potential supply chain constraints threaten return on investment, increasing refinancing risks and exposure to market volatility.

— from Gulf Supply Shocks, Tech Leverage, and German Policy Shifts · Mikroökonomen a.k.a. Mikrooekonomen· Apr 02, 2026